[Smart Investing] SMSFs and the fit factor; Disputes over super death benefits; One of the great investment lessons

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26 September 2012 SMSFs and the fit factor Self-managed super funds come standard with a common requirement - a long-term commitment. The decision to establish an SMSF is not something done lightly - it is essentially deciding to establish a life-long investment vehicle to house your retirement savings. But that is a decision being taken by more and more Australians as the latest report from the Australian Tax office on SMSFs reveals . Read more » Disputes over super death benefits If you are ever going to have a dispute with a super fund, chances are it is going to be about fund administration or the distribution of superannuation death benefits following the death of a relative. Read more » One of the great investment lessons As the sharemarket enjoys a positive run (at least to the time of writing) and failed Queensland financial planning group Storm Financial makes headlines again, it is worthwhile revisiting one of the great investment lessons reinforced by the fallout from the GFC. Read more » Survey of financial needs and concerns Vanguard is working with the SMSF Professionals Association of Australia (SPAA) to better understand the issues facing investors with an SMSF either in, or approaching retirement. We would appreciate your help with an online survey that you can access here: http://www.zoomerang.com/Survey/WEB22GJVSBKGL3/ The survey will take 20-30 minutes and is completely anonymous. The results will help identify the issues that SMSFs are facing in the post-retirement years. Complete the survey » Vanguard in the news These links show a copy of the article (where freely available), or the publisher's website if a subscription is required. REITs rebuild their reputations David Potts, 19 Sept 12 It took five years but real estate investment trusts (REITs) have come in from the cold and are easily outperforming the rest of the sharemarket. Funds that invest in REITs are posting annual returns of up to 35 per cent including distributions. AFR website »	QUICK LINKS   Tim Blue interviews Holly Dorber from FSC Lifewise Video | 31 July 2012 Financial planning from the outset Video | 16 July 2012   CONTACT US Email clientservices@vanguard.com.au Our office: Level 34, Freshwater Place 2 Southbank Boulevard Southbank VIC 3006 (map) Telephone: 1300 655 101, 8:00am - 6:00pm Monday to Friday, Melb time.   Vanguard ETF enquiries For more information on Vanguard ETFs please call 1300 655 888 Unsubscribe  |  Vanguard on Twitter
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